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Scouting for Recruits |
Steve Cunha, founder of the retirement plan services department at Baystate Financial Services, has a particular sweet spot in mind when hiring new advisers: “I look for someone who’s been around long enough to know he wants to be in this business, to understand the overall picture, but not so long he’s accumulated bad habits.”
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Fidelity Warns Advisers to Get Smart on Firm Value |
A new cut of the Fidelity RIA Benchmarking Study shows many in firm leadership positions struggle to understand and articulate practice value, leading to confusion and miscommunication during one-off events, such as an ownership transition, but also during the normal course of business.
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Recruiting Techniques That Work |
We asked, you answered. How are you recruiting new advisers? Advisers took our survey and shared favorite questions, techniques and a few methods some peers may not have thought of.
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Confidence Key to Advancing Female Advisers' Careers |
At a February conference by Edward Jones for female advisers, nearly 80% of the attendees said confidence is among the biggest factors impacting leadership, success and fulfillment in a career. Half of those surveyed also say confidence is the single most important tool in career advancement.
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Being a Millennial Financial Adviser |
Those Millennials who are already working in the advisory industry are concentrated in firms that recognize that they need to add younger talent and are putting in effective processes to make that happen.
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